See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,541 | $104,664+86.8% | $85,682+128.2% | $167,490+16.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 11.76% | 21.45%-9.7pp | 21.49%-9.7pp | 478.56%-466.8pp |
| Employer contribution / active EE | $10,763 | $3,337+222.5% | $2,618+311.0% | $4,837+122.5% |
| Participant deferral / active EE | $7,066 | $4,824+46.5% | $3,923+80.1% | $6,341+11.4% |
| Admin fee / account holder | $53,406 | $10,032+432.4% | $6,873+677.0% | $12,309+333.9% |